智通财经APP获悉，重卡概念股早盘回升，截至发稿，中国重汽(03808)涨4.21%，报22.3港元；中集集团(02039)涨3.45%，报5.4港元；潍柴动力(02338)涨3.73%，报12.24港元；东风集团(00489)涨1.4%，报2.18港元。
消息面上，根据第一商用车网数据，2024年1-8月重卡市场累计销售约62.4万辆，与去年同期相比基本持平。其中，7月份销售约5.83万辆，8月份销售约6.1万辆。东吴证券表示，随着宏观经济运行总体向好、物流重卡需求回升等因素推动，叠加出口保持的强劲势头，重卡行业的复苏形势明显。
中国重汽方面表示，其前8个月天然气重卡的销量同比增长68%；从天然气重卡市场的发展来看，其认为天然气重卡销量走势与油气价差有一定的关联性，进入三季度后，随着气价的持续上涨，天然气重卡的渗透率环比有所下降，但天然气重卡依然存在一定的经济性。
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